Sentences with phrase «estate planning issues»

Many blended families avoid these complex estate planning issues entirely by adopting a simple estate plan or none at all.

Call our team today for a consultation about estate planning issues in connection with your marriage, marital separation or divorce.

The fact that we handle estate planning makes us better transactional lawyers because we can identify and address estate planning issues in your documents.

Factors like current and future tax estimates, investment account types and sizes, and even estate planning issues factor into the equation.

These are discussed in the chapter that covers estate planning issues.

The focus of our attorneys includes but is not limited to: major real estate transactions, corporate mergers and acquisitions, complex construction matters, difficult estate planning issues and personal injury claims.

Lawyers can also discuss estate planning issues with clients.

Tax attorneys, accountants, and certified financial planners can also help with estate planning issues.

The fact that we handle estate planning makes us better transactional lawyers because we can identify and address estate planning issues in your documents.

Anthony writes and speaks regularly on estate planning issues for modern families.

Business Valuation: Discovery, What We Learn When We Value a Business and Unusual Items and Affecting Value, Michael R. McLaughlin, CFA, ASA, CVA & Nannette Watts, CPA, ABV, CFF Creating Liquidity Solutions with Illiquid Real Estate Assets, Andrew Samalin, CFP, EA, CDFA Understanding Trusts and Other Estate Planning Issues Before, During and After...

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

In today's post Mark Goodfield, a professional accountant and the writer behind the excellent Blunt Bean Blog, continues the series on estate planning issues surrounding the family cottage.

Separation, Custody, and Estate Planning Issues Relating to Companion Animals, by Rebecca J. Huss, 74 Colo..

He has advised some of Canada's premier artists on estate planning issues including planning for post mortem administration of their artistic legacies.

Beatrice also specialises in cross-border estate planning issues with a particular focus on all issues arising from Roman Law and Common Law application.

This focus allows us to effectively address all types of matters, from straightforward Estate Planning issues to sophisticated wealth transfer techniques, tax planning strategies, Estate Litigation and any other issue surrounding our clients.

The dedicated professionals at Nearhood Law Offices, PLC, have the experience to provide sophisticated representation for real estate, business and estate planning issues throughout the State of Arizona, including Scottsdale, Phoenix, Tempe, Mesa, Gilbert, Chandler, Glendale, Peoria, Fountain Hills, Paradise Valley, Carefree and Cave Creek, and Maricopa County, Pinal County, Coconino County and Mohave County.

Lesley Sullivan and solicitor Rachel Eley are both «very personable and have a good working knowledge of the various estate planning issues that clients face.

Using our estate planning checklist that sets forth key estate planning issues, you'll be able to think through the most important legal questions about estate planning in advance of your meeting with your lawyer.

«Our experience in advising on international matters and our exceptionally strong team in the States means that we are ideally placed to help clients navigate tax and estate planning issues effectively,» she added.

«Many estate planning issues have little to do with money and a great deal to do with control.»

Seeking advice on complex estate planning issues to pass along your bazillion dollar estate to your heirs and favored charities in the most tax - efficient manner

Although whole life insurance premiums are generally more expensive than those for a term life insurance policy, if you have combined insurance needs that include your mortgage and other estate planning issues, the lifetime protection aspect of a whole life product can lend itself to meeting both your short - and long - term needs.

He also negotiates, prepares, and reviews prenuptial agreements and counsels individuals on estate planning issues.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

«If you plan to sell or pass down real estate to the next generation you may be subject to a host of tax and estate planning issues that could not only cost you or your heirs a lot of cash, but could even force the sale of the property,» warns Golombek.

Keep in mind, however, that if you have a complex financial life that includes stock options, sophisticated tax planning, or estate planning issues, or if you value the ability to interact with a human advisor, a digital advisor may not be able to provide the personalized financial planning help you need.

Our attorneys» credentials demonstrate our firm's understanding of the complex estate planning issues.

The team continues to act for inter-generational families and regularly advises high - net - worth individuals on complex estate planning issues, wills, trusts, family investment companies and Court of Protection matters.

Unlike many law firms, our team includes private client, personal tax and property estate experts which means we can advise quickly and comprehensively on estate planning issues.

My law firm, Jeffrey P. White and Associates, P.C., handles a breadth of legal transactions and litigation issues, but a large portion of my clients specifically need counsel in bankruptcy and estate planning issues.

Whatever your situation, call attorney Robert Dunne at 212-551-1750 today to help you resolve your estate planning issues.

He helps clients with personal tax and estate planning issues, trust and estate administration, and corporate fiduciary counseling.

We can assist you with allocation of parental rights and any real estate, business valuation, or estate planning issues that may arise in relation to divorce proceedings.

This type of indexed universal life insurance policy may be right for those who have estate planning issues, and / or those who would like to ensure that continuing care is available in the future for a loved one with special needs.

• Managed a client portfolio of six commercial entities, three trusts accounts (served as principle trustee for two, co-trustee for another), and eight private citizens looking for assistance with tax payments and estate planning issues.

Las Vegas, Nevada About Blog We aim to provide news and commentary on Estate Planning issues that affect Las Vegas, Nevada residents.

Couples whose marriages will now be recognized in all states should give some thought to these estate planning issues implicated by the ruling:

Couples whose marriages will now be recognized in all states should give some thought to these estate planning issues implicated by the ruling: Joint filing is available for income tax returns — not only federal returns, but also state -LSB-...]

As it relates to asset protection strategies, think of the work you do with a legal adviser who, upon considering factors such as net worth, estate planning issues and taxation will offer advice regarding entity and ownership issues.